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Hi,
I have a slicer on a page that contains company names, along with a table visual that shows the contact for the company. Then I want another table visual that displays anyone within the contact's agency that is a member of a certain board. Right now my board members visual only shows the contact - which it shouldn't because they aren't a board member. I'm still learning and I'm not sure if I need to do measures or what approach I should take.
Image of what it looks like with dummy data:
Image of what I'd like it to look like with dummy data:
The Agency Board Members visual - lists the two people from the contact's agency that are members of the board.
Dummy Tables
Account Table
| Company | AccountID |
| ABC Company | 1234 |
| 123 Inc | 5678 |
Contact Table
| AccountID | Name | Board | AgencyID |
| 1234 | Jane Smith | 1111 | |
| 5555 | Walt Jones | 1111 | |
| 999 | Marc Samuels | Direct Board | 2222 |
| 8787 | JD Banks | 2222 | |
| 6541 | Bay Martin | Indirect Board | 3333 |
| 8899 | Ivy Jester | Indirect Board | 3333 |
| 5678 | Marlon Blank | 3333 |
Agency Table
| AgencyID | AgencyName |
| 1111 | Sesame Street Agency |
| 2222 | Muppet Inc |
| 3333 | Frank Agency Inc |
Thank you,
Julie
Solved! Go to Solution.
@lbendlin Thank you! I appreciate you taking the time to help me. That works - unfortnuately, I missed putting a table in the original help question. I've been trying to modify your example to work but I'm not having any luck. Any suggestions on how I can modify it for the table I forgot?
Companies Table
CompanyAccountID
| ABC Company | 1234 |
| 123 Inc | 5678 |
| Blue Company | 1111 |
| Red Company | 2222 |
PolTbl
AccountIDBrokerID
| 1234 | 111 |
| 7777 | 222 |
| 1111 | 333 |
| 2222 | 444 |
| 3333 | 555 |
| 4444 | 666 |
| 5678 | 777 |
Contact Table
ContactIDNameBoardAgencyID
| 111 | Jane Smith | 1111 | |
| 222 | Walt Jones | 1111 | |
| 333 | Marc Samuels | Direct Board | 2222 |
| 444 | JD Banks | 2222 | |
| 555 | Bay Martin | Indirect Board | 3333 |
| 666 | Ivy Jester | Indirect Board | 3333 |
| 777 | Marlon Blank | 3333 |
Agency Table
| 1111 | Sesame Street Agency |
| 2222 | Muppet Inc |
| 3333 | Frank Agency Inc |
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